Unleashed Financial LLC

Unleashed Financial LLC

Jason Preti, CFP is founder and president of Unleashed Financial, LLC. The focus of Unleashed Financial, LLC is to bring fiduciary level financial planning and investment management to the next generation of young professionals and growing families.

I founded Unleashed Financial with the mission of helping families and individuals take control of their financial situations. I provide fee-only financial planning and investment management geared towards X and Y Generation clients with three primary objectives: Financial Planning, Financial Education, and Investment Management.

I work primarily with young professionals and growing families to build goal-based financial plans and implement long-term wealth building strategies. Through financial planning and goal building, you can take control of your finances and create a more secure future.